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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,263 | $118,488+8.3% | $98,462+30.3% | $139,487-8.0% |
| Participation rate | 59.1% | 77.5%-18.4pp | 75.2%-16.1pp | 80.3%-21.2pp |
| Annual return | 17.86% | 18.96%-1.1pp | 21.17%-3.3pp | 373.84%-356.0pp |
| Employer contribution / active EE | $415 | $3,611-88.5% | $3,049-86.4% | $4,755-91.3% |
| Participant deferral / active EE | $2,045 | $5,393-62.1% | $4,738-56.9% | $6,713-69.5% |
| Admin fee / account holder | $1,453 | $13,868-89.5% | $8,875-83.6% | $11,407-87.3% |